Nationwide Bailard International Equities' management team has the appropriate quantitative skills, but they have limited analyst support and their models have repeatedly fallen short in key areas. The strategy receives Morningstar Analyst Ratings of Neutral for all share classes.
- NAV / 1-Day Return 8.05 / 0.75 %
- Total Assets 169.2 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.970%
- Distribution Fee Level Above Average
- Share Class Type Level Load
- Category Foreign Large Blend
- Investment Style Large Blend
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 1.09%
- Turnover 45%
Morningstar’s Analysis NWHKX
Will NWHKX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 133
- Bond Holdings 0
- Other Holdings 6
- % Assets in Top 10 Holdings 16.7